Beta This part of GOV.UK is being rebuilt – find out what this means

HMRC internal manual

Shared Workspace Business Manual

HM Revenue & Customs
, see all updates

HMRC Business Authorising Officer: Review Request to Change HMRC Member Role

HMRC Business Authorising Officers (BAOs) are responsible for the HMRC membership of their Room. Only a BAO can approve a request to change an HMRC Member’s Role in a Room.

Changing a member’s role is likely to allow the member access to different areas and information within the Room.

When an HMRC Member makes a request to change their role SW05630, an online request is sent to the BAO Activity Inbox of all the BAOs with responsibility for that Room for approval, for one of the BAOs to action.


A BAO of the Room must

  • review the request SW04240
  • for requests to change role to a BAO, be satisfied that the BAO online learning package has been successfully completed SW02220 and that the BAO meets the criteria defined by the Business Unit.

If the BAO is in any way uncertain about the request they must not change the HMRC Member’s role until they have made further enquiries. This may involve contacting the Line Manager of the HMRC member to clarify the request so as to make an informed decision.


Approving a request

Where the BAO approves a request, the service automatically assigns the new role to the HMRC Member.

Top of page


Rejecting a request

Where a request cannot be approved, the BAO must reject the request and make an appropriate note of their reason in the required field when prompted.

The service sends an email to the HMRC Member who made the request to notify them of the rejection and the reason.

A similar email is sent to all other BAOs of the Room to inform them that the request has been rejected, together with the reason. This is done to ensure that all of the BAOs of the Room are made aware of the position should a further request be made by the HMRC Member to change their role.